1. ACQ to CAT Workflows Galadriel Lackey Library Technician III Acquisitions Department

2. Overview 15,000 to 20,000 ordered volumes to Cataloging annually 20 to 30% are order requests 3 to 5% received on standing order Remainder come from Yankee Approval Plan or GOBI claims

3. Web-based Order System

4. New Order Request

5. Searching the Catalog Series type (analytic, class together, or cataloged separately) Added copies Added volumes to classed together series Different editions Standing orders for monographic series

6. Example of notes in bib record

7. Provisional record template

9. Create Purchase Order in ACQ

10. Search to add line items

11. Select title

12. PO Quick Line Item

13. Delivery Options Tab

14. Approve the PO

15. Duplicate Order Warning

16. Submitting orders to vendors Orders for big jobbers (Baker & Taylor, Emery Pratt) are ordered directly at vendor website and we are invoiced later Orders for Midwest Library Service are submitted via EDI or less frequently, directly at their website A few orders are faxed, mailed, or phoned in. Credit card or invoice When we use expedited vendors (Amazon, Barnes & Noble) we pay with credit card

17. Yankee Approval Plan Workflow is “backwards” Books are received with PromptCat records Search the catalog and insert notes Search for extraneous records Make sure there is an open order Correct PO-Bib record links Proceed to check-in

18. Creating a new invoice

19. Add line items to invoice

20. Invoice quick line item

21. Special handling pop-up

22. View Marc record

23. Loading EDI Invoice

24. EDI Load verify

25. Load Summary Report

26. EDI Invoice Receiving

28. Detailed invoice line item

29. Receive / Mark Tab

30. Special handling pop-up

31. Notes tab: descriptive info

32. Bib record tab